Manager - Client Services
Isle of Man
Permanent
Our client seeks a Client Services Manager to join their team.
Key Responsibilities:
- Client Company Director, collectively with the other director/s responsible for the compliant management of the Client companies by, ensuring adherence to all legislative and regulatory requirements to promote the highest standards of client relationship management
- Manage a team of Client Services Administrators
- To provide trust and company administration services, including progressive client contact to an allocated caseload of predominately medium/high risk multi-jurisdictional high net worth clients in accordance with the strategic plan, regulatory requirements, service levels and company standards to meet client expectations including
- Provide support to the Senior management team and colleagues as required
- Contribution to the maintenance and improvement of internal customer relationships and efficiencies, by ensuring of clear objective setting, effective communication, support of personal development
- To provide accurate time recording to ensure the correct fee income is derived
- To champion the Outward profile
- To undertake other responsibilities as required
- Service Management: Implement and effectively communicate a compelling vision for client services, which engages and optimizes the people, systems, and processes to provide a seamless excellent service
- Business Plan Delivery: To work with the senior leadership team in the development and implementation of the Company's business plan. Provide updates on performance and champion the client experience.
- Governance and risk management: To ensure regulatory, legal, and operational risks are identified and managed through appropriate controls and a culture of service quality.
- Promote a culture of appropriate risk-taking in line with the company's risk appetite by the embedding of, and the effective deployment of, risk and management principles, processes, and behaviours.
- Stakeholder management: To create and maintain collaborative relationships with all key internal and external stakeholders
- Management Information: To ensure accurate Ml is produced and analysed providing an understanding of business results across your team. Identify, recommend, and implement solutions to improve performance.
- Continuous improvement: To challenge processes and drive continuous improvement to support business objectives and increase operational effectiveness, whilst ensuring exacting standards of client service are maintained and enhanced where possible.
- Change management: To support the development and implementation of new product initiatives and services.
- Develop competence: To focus on continuous improvement of your personal competence and professional development
- Values: Proactively contribute to and act in line with the Group values, encourage a high-performance cultural environment, facilitate continued and improved company reputation and success
Key Skills and Experience:
- Degree or equivalent professional qualification/experience Skills and Knowledge
- Experience in Financial Services administration functions
- History of high-quality delivery of client service through leadership and people development
- Experience of delivering innovative service improvements and projects
- Established influencing skills
- A strategic and practical understanding and application of high-quality client service delivery
- Strong problem analysis and resolution skills
- Strong verbal, written communication, and people skills, with the ability to present complex concepts in a clear and concise manner
- Clear understanding of the products and services
- Understanding and application of effective people resource requirements
- Ability to identify, mitigate and manage operational risk and controls
- Strong technical CSP/TSP knowledge
- Good organization and control of workflow
- Understanding of the importance of strong Corporate Governance
- Initiative-taking and can work under pressure
- Clear understanding of Regulatory requirements
- The ability to deal with client and professional advisors thereby showing a commitment to providing a quality service.
- Able to work on own initiative and to be highly disciplined.
Your specialist: Anne Murray
Quote job ref: 14844
Hi, I'm your specialist Anne and I can't wait to hear from you about this job. You can simply submit your CV or call me on 678144 with any questions.